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These strategies can help make family meetings an effective tool in wealth-transfer planning.
You can preserve family harmony and your wishes for your estate with careful planning and open conversations.
Why having ongoing multigenerational conversations with your loved ones is important when discussing the family business.
Planning options to consider in building a retirement nest egg as a business owner.
Explore three methods for business valuation, which can help you measure the fairness of any potential purchase offer and current financial condition of your business.
Discussing 5 global themes expected to play out over the next decade and the potential implications they have on the world economy and the investment world.
We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.
The latest readings suggest that the expansion remains intact, tracking the soft-landing consensus. As inflation falls and monetary policy tightening ends, that should alleviate the co-movement in stock and bond prices.
Tax, investment and estate planning strategies in the year you turn age 65 and beyond.
Here’s a quick overview of 10 essential tax facts, dates and other changes for 2024.